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Hancock Whitney’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Hancock Whitney’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.85M Buy
226,296
+20,423
+10% +$533K 0.1% 163
2025
Q4 		$5.38M Buy
205,873
+7,147
+4% +$187K 0.1% 164
2025
Q3 		$5.21M Buy
198,726
+15,784
+9% +$410K 0.09% 168
2025
Q2 		$4.74M Buy
+182,942
New +$4.64M 0.09% 168

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hancock Whitney's IBDY Position: Q1 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 9.9% in Q1 2026, buying an estimated $533K and bringing the position to 226,296 shares worth $5.85M. The position accounts for 0.1% of the portfolio, ranked #163.

Hancock Whitney first reported a position in IBDY in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Hancock Whitney held 226,296 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.85M as of Q1 2026.
  • Hancock Whitney bought 20,423 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $533K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Hancock Whitney's portfolio in Q1 2026, its #163 holding.
  • Hancock Whitney first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.